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Brian Connolly

KEY Investment Services LLC

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About Brian Connolly

Brian Connolly is a financial advisor with Key Investment Services LLC. Brian has over 5 years of experience in the financial industry. Brian is registered in the state of Michigan. Brian holds the Series 6 and Series 63 licenses as well as the SIE. Brian specializes in investment advisory services for both individuals and businesses.

Firm Information

Brian Connolly is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Connolly’s Registration & Firm History

MI

01/12/2024 - Present

KEY Investment Services LLC (LIVONIA MI)

MI

10/24/2017 - 05/23/2023

J.P. MORGAN SECURITIES LLC (NORTHVILLE MI)

MI

07/18/2017 - 10/16/2017

NYLIFE SECURITIES LLC (GRAND RAPIDS MI)

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Licenses & Designations

BC

Issued 08/21/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Connolly. Review regulatory record here.
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